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What is Clients & Profits?

Tailored for creative organizations such as advertising agencies, design firms, marketing companies, and corporate communication teams, this tool is crucial for managing personnel, projects, media, and financial aspects. Central to the production process, it keeps track of creative briefs, cost estimates, deadlines, printing requirements, assets, and approvals, among various other components. With real-time scheduling, updates on production are immediately visible, ensuring you remain up-to-date about today, tomorrow, and the coming week—all from your own workstation. Bid farewell to monotonous spreadsheets! You can estimate, plan, and invoice for an array of traditional and digital media, effortlessly integrating with project management and accounting platforms to reduce duplicate data entry. After all, if the client doesn’t settle their bill, the burden ultimately falls on your shoulders. Monitoring time, expenses, and purchases is made simple and dependable, offering instantaneous insights into what was necessary to finish a project. Generating invoices directly from job tickets takes just a few clicks, eliminating the need for re-entering information. This solution is not only quick and highly precise but also incredibly flexible to meet your business requirements. Additionally, this platform enhances collaboration among team members, fostering improved productivity and efficiency, while also allowing for the rapid adaptation to any unexpected changes in project scope.

What is Chase Software?

Chase Software is recognized as a frontrunner in the realm of advertising management, providing a distinctive array of agency management solutions that empower agencies around the globe with sophisticated tools and industry-leading practices. Whether dealing with small startups or expansive corporations, businesses turn to Chase for efficient project oversight, time tracking, media purchasing management, billing, payment collection, and overall profitability enhancement. Utilizing Chase's groundbreaking tools, teams can collaborate effectively from various locations, ensuring that jobs, media, documents, engagements, traffic, time, workflows, archiving, and costs are managed in real time with minimal effort and maximum effectiveness. The world's largest agencies place their trust in Chase to seamlessly manage all aspects of their operations. Corporate departments also reap significant benefits from Chase’s robust features, which help them maximize their advertising budgets. Moreover, a growing number of smaller agencies are utilizing Chase’s indispensable tools to carve out their space in the competitive market. Chase Software not only delivers state-of-the-art tools and unwavering support but also imparts crucial knowledge, enabling agencies to excel in a challenging environment. This unwavering dedication to quality establishes Chase as a crucial ally for organizations aiming to enhance their advertising strategies and achieve sustainable growth. With its innovative approach and comprehensive solutions, Chase is poised to continue leading the industry forward.

Media

Media

Integrations Supported

Learnsoft
Portside
Smart Clerk
Uptix
onePOS

Integrations Supported

Learnsoft
Portside
Smart Clerk
Uptix
onePOS

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$17.50 per user, per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Clients & Profits

Date Founded

1986

Company Location

United States

Company Website

www.clientsandprofits.com

Company Facts

Organization Name

Chase Software

Date Founded

1999

Company Location

South Africa

Company Website

www.chasesoftware.biz

Categories and Features

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Categories and Features

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Job Costing

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

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